Eight weeks down: is NIFTY’s 25-year record sell-off a warning—or an opportunity?

IMG INVESTIGATION · The verified history behind India's longest weekly losing run since 2001, the oil–rupee–yield–flow chain, a 21,700–22,200 stress test, client implications, asset-allocation frameworks and conditional paths to December and FY-end.

INVESTOR TAKEAWAYNIFTY's eight-week loss is the longest in 25 years, but its 8.7% magnitude is materially smaller than the 20.5% seven-week fall ending in September 2001.

IMG STORIESIndia Corporate · 08 OCT 2026 · 15:45 IST

Indian Companies02/04

4 MIN READ · IMG MARKET INTELLIGENCE

Adani Enterprises and JSW Steel lead the large-cap retreat as cyclicals unwind

Adani Enterprises fell 5.36% and JSW Steel 4.46%, the two steepest declines in the completed NIFTY 50 roster.

INVESTOR TAKEAWAYAdani Enterprises lost 5.36%.

Eight weeks down: is NIFTY’s 25-year record sell-off a warning—or an opportunity?

IMG INVESTIGATION · The verified history behind India's longest weekly losing run since 2001, the oil–rupee–yield–flow chain, a 21,700–22,200 stress test, client implications, asset-allocation frameworks and conditional paths to December and FY-end.

Adani Enterprises and JSW Steel lead the large-cap retreat as cyclicals unwind

Adani Enterprises fell 5.36% and JSW Steel 4.46%, the two steepest declines in the completed NIFTY 50 roster.

UK 10-year yield reaches a 19-year high as the oil shock hits bonds

The 10-year gilt yield rose to 5.527%, while 20- and 30-year borrowing costs reached their highest levels since 1998.